Year II · No. 665 · 1,823 entries Tuesday, October 27, 2026 ES EN Get the weekly digest

Thesis Almanac

US · 27 entries · 22 publications

MELI

Mercado Libre

Entries
27
Bullish
5
Bearish
0
First
Aug 17, 2025
Latest
Oct 12, 2026

▲ 5 bullish ▼ 0 bearish · 22 no stance

More bullish than bearish among those that state a stance.

Jan 25 – Oct 26 · per month

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Timeline

Newest to oldest
  1. October 2026 2 entries

    Substack · Invertir Con Sentido Común

    MercadoLibre

    Mucho más que un marketplace

    MELIES16,654 words

    Since publication −10.2% α −8.4 pp vs S&P 500 · USD

  2. September 2026 2 entries
  3. August 2026 7 entries

    Substack · CapexAndChill

    The Price of Mercado Libre's Dominance

    Analysts are fixated on margin compression and credit expansion. Here is the structural alpha they are missing.

    MELI4,205 words

    Since publication −9.5% α −8.1 pp vs S&P 500 · USD

    Substack · The Knight's Edge · Shivam, Michael | Stock Spotlight

    $MELI: What Investors May Be Misreading Heading Into Earnings

    MercadoLibre's credit expansion, margin pressure and normalized cash flows are creating disagreement over both the quality of the business and what the stock is actually worth.

    MELI226 words

    Since publication −12.1% α −13.1 pp vs S&P 500 · USD

    Substack · Michael | Stock Spotlight · Michael | Stock Spotlight, Shivam

    $MELI: What Investors May Be Misreading Heading Into Earnings

    MercadoLibre's credit expansion, margin pressure and normalized cash flows are creating disagreement over both the quality of the business and what the stock is actually worth.

    MELI2,270 words

    Since publication −12.1% α −13.1 pp vs S&P 500 · USD

  4. July 2026 4 entries

    Substack · The Cash Flow Compounder

    MercadoLibre (The Compounder Score)

    Why 28 consecutive quarters of +30% growth justifies MercadoLibre’s economic moat...

    BullishMELI2,484 words

    Since publication −8.3% α −11.9 pp vs S&P 500 · USD

    Substack · Hated Moats · Hated Moats Investors

    MercadoLibre: Valuation Model

    MercadoLibre has conquered Latin American commerce. But is the stock still cheap enough to buy? - DCFriday #019

    BullishMELI3,165 words

    Since publication −9.9% α −11.3 pp vs S&P 500 · USD

  5. June 2026 3 entries
  6. May 2026 2 entries

    Substack · CapexAndChill

    MercadoLibre’s "Full China" Strategy

    How short-term margin compression is funding a structural logistics and fintech moat across Latin America.

    MELI3,460 words

    Since publication −9.4% α −13.6 pp vs S&P 500 · USD

  7. April 2026 1 entry
  8. March 2026 1 entry
  9. January 2026 1 entry
  10. December 2025 2 entries

    Substack · CapexAndChill

    MercadoLibre's Zero-CAC Flywheel & The Friday Gap

    Why Wall Street is misreading the 9.8% margin compression, and how empty trucks on Fridays are fueling a Zero-CAC credit flywheel.

    MELI1,905 words

    Since publication −20.1% α −32.2 pp vs S&P 500 · USD

  11. October 2025 1 entry
  12. August 2025 1 entry

    Substack · Bruno Gazze

    LATAM POTENCIA

    MERCADO LIBRE, NUBANK Y DLOCAL 💎

    MELINUDLOES1,845 words

    Since publication MELI −29.4% α −48.4 pp vs S&P 500 · USD

There are 4 more low-confidence entries, hidden because the ticker could not be checked in the text. See them in the index →

Prices as of the Oct 27, 2026 close. Past performance does not guarantee future results. Price-only, excluding dividends, in local currency. Data may be delayed or inaccurate. Not investment advice. How it is calculated.